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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

1,112 hedge funds and large institutions have $17.8B invested in iShares Core Dividend Growth ETF in 2024 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 449 increasing their positions, 357 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,112
Holders Change
+77
Holders Change %
+7.44%
% of All Funds
14.81%
Holding in Top 10
120
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.19%
% of All Funds
1.6%
New
162
Increased
449
Reduced
357
Closed
58
Calls
$2.97M
Puts
$2.07M
Net Calls
+$896K
Net Calls Change
-$93.4M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$1.06B
2
LPL Financial
LPL Financial
California
$905M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$259M
4
Wells Fargo
Wells Fargo
California
$380M
5
Mariner
Mariner
Kansas
$187M

Top Sellers

1
BlackRock
BlackRock
New York
$331M
2
HI
Horizon Investments
North Carolina
$6.56K
3
KAS
Kestra Advisory Services
Texas
$18.9M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$57.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$654M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWMG
526
Alliance Wealth Management Group
New Jersey
$1.17M +$25.6K +417 +2%
FWCM
527
Ferguson Wellman Capital Management
Oregon
$1.17M +$1.17M +19,049 New
LW
528
Linscomb Wealth
Texas
$1.16M +$6.56K +107 +0.6%
PHWM
529
Pine Harbor Wealth Management
Maryland
$1.16M -$5.15K -84 -0.4%
MFG
530
Magnus Financial Group
New York
$1.16M -$153K -2,495 -12%
EIG
531
Ellenbecker Investment Group
Wisconsin
$1.14M -$62.4K -1,017 -5%
RCA
532
Ranch Capital Advisors
Florida
$1.14M +$19.4K +317 +2%
NFG
533
Northeast Financial Group
Pennsylvania
$1.14M -$434K -7,069 -28%
AM
534
Atwater Malick
Pennsylvania
$1.14M +$122K +1,981 +12%
BSTWA
535
Blake Schutter Theil Wealth Advisors
Ohio
$1.14M -$66.5K -1,084 -6%
ECM
536
Evergreen Capital Management
Washington
$1.14M +$328K +5,350 +41%
NGA
537
Naples Global Advisors
Florida
$1.13M -$2.45K -40 -0.2%
HP
538
Holistic Planning
Texas
$1.13M -$124K -2,021 -10%
EFG
539
Ehrlich Financial Group
California
$1.12M -$3.19K -52 -0.3%
Lido Advisors
540
Lido Advisors
California
$1.12M +$421K +6,871 +60%
ZIM
541
Zacks Investment Management
Illinois
$1.11M -$10.4M -169,081 -90%
FPCP
542
Fort Point Capital Partners
California
$1.09M +$5.77K +94 +0.5%
PWMAG
543
Pinnacle Wealth Management Advisory Group
New Jersey
$1.08M +$24.5K +400 +2%
EDRH
544
Edmond de Rothschild Holding
Switzerland
$1.08M -$476K -7,755 -31%
CFS
545
Commonwealth Financial Services
West Virginia
$1.08M +$797 +13 +0.1%
TPW
546
Talon Private Wealth
Florida
$1.08M -$3.44K -56 -0.3%
RCM
547
Riggs Capital Management
Utah
$1.06M +$1.06M +17,353 New
ISFAN
548
Investor's Fiduciary Advisor Network
Washington
$1.06M +$1.06M +17,335 New
GG
549
Greenwood Gearhart
Arkansas
$1.06M +$1.06M +17,257 New
LNWTC
550
Laird Norton Wetherby Trust Company
Washington
$1.06M +$1.06M +17,254 New
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